Financial Planning

 

 

 

Thiel Partners offers a full set of Financial Planning Services through its Financial Planning division: Thiel Partners Wealth Managers.

 

 

We offer a number of services ranging from and not limited to: -
 
  • Investment advice;
  • Superannuation and rollover advice;
  • Investment property advice;
  • Personal insurance needs (life, income protection, TPD and trauma);
  • Retirement income streams;
  • Transition to retirement;
  • Key person (business) insurances;
  • Buy/Sell agreements; and
  • Estate planning.

 

Thiel Partners Wealth Managers Pty Ltd is a Corporate Authorised Representative (no. 406272) of

WealthSure Financial Services Pty Ltd. Australian Financial Services Licensee (no. 326450)

Address: Level 1, 190 Stirling Street, Perth WA 6000

T: (08) 9267 344   F: (08) 9267 3499   E: wealth@sentrygroup.com.au

 

“The information contained within the website/email is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Thiel Partners Wealth Managers and the WealthSure Group will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.”